Charlotte Franson

  • Private Equity Manager
(303) 809-8980
(add to contacts)

Biography

Charlotte Franson re-joined Capstone Headwaters in 2018 (Prior 2010-2016)

As a member of the Sponsor Coverage team, Charlotte helps to coordinates and executes Capstone Headwaters’ coverage of the private equity community.  Prior to this role, she was a member of the “Building Products and Construction Services” banking team for 6 years.

During her gap years at Capstone Headwaters, she started a company-Charter Facility Funding which specializes in solving access to capital problems for new and emerging charter schools across the country.

Prior to working in investment banking, Charlotte was a stockbroker with A.G. Edwards and specialized in representing high net worth individuals with their estate and retirement planning needs.

Charlotte enjoys serving on the local school board and coaching/playing volleyball in her free time.

Education

University of Texas at El Paso-Finance

Registrations & Affiliations

FINRA - Series 65 Registered Investment Advisor